SPDR SER TR's ticker is TIPX and the CUSIP is 78468R861. A total of 139 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $428,902 | -15.6% | 22,538 | -18.1% | 0.27% | -15.6% |
| Q4 2022 | $507,896 | -44.9% | 27,528 | -45.8% | 0.32% | -2.4% |
| Q3 2022 | $922,000 | +88.5% | 50,766 | +102.2% | 0.33% | -5.7% |
| Q2 2022 | $489,000 | +0.6% | 25,107 | +6.8% | 0.35% | +12.9% |
| Q1 2022 | $486,000 | +5.7% | 23,516 | +7.6% | 0.31% | -3.4% |
| Q4 2021 | $460,000 | – | 21,856 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Continuum Advisory, LLC | 708,828 | $14,885,000 | 6.20% |
| Clear Perspectives Financial Planning, LLC | 343,140 | $7,161,000 | 4.15% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 715,044 | $14,923,000 | 2.80% |
| Altavista Wealth Management, Inc. | 492,990 | $10,289,000 | 2.51% |
| Brio Consultants, LLC | 354,341 | $7,395,000 | 2.18% |
| Pallas Capital Advisors LLC | 240,303 | $5,106,000 | 1.14% |
| Newman Dignan & Sheerar, Inc. | 135,282 | $2,823,000 | 1.02% |
| Pinnacle Wealth Planning Services, Inc. | 98,185 | $2,029,000 | 0.52% |
| V Wealth Advisors LLC | 50,199 | $1,048,000 | 0.19% |
| FormulaFolio Investments, LLC | 27,500 | $583,000 | 0.19% |